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Broadway Wealth Solutions’s Salesforce CRM Stock Holding History

Broadway Wealth Solutions’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Sell
1,886
-141
-7% -$24.8K 0.14% 69
2026
Q1 		$378K Buy
2,027
+584
+40% +$121K 0.2% 45
2025
Q4 		$382K Buy
1,443
+22
+2% +$5.47K 0.2% 45
2025
Q3 		$337K Buy
1,421
+153
+12% +$38.6K 0.19% 53
2025
Q2 		$346K Buy
1,268
+73
+6% +$19.5K 0.22% 44
2025
Q1 		$321K Sell
1,195
-22
-2% -$6.84K 0.23% 43
2024
Q4 		$407K Buy
+1,217
New +$388K 0.31% 34

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Broadway Wealth Solutions's CRM Position: Q2 2026 in Review

Broadway Wealth Solutions reduced its Salesforce (CRM) stake by 7% in Q2 2026, selling an estimated $24.8K and leaving 1,886 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #69.

Broadway Wealth Solutions first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $407K in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Broadway Wealth Solutions held 1,886 shares of Salesforce worth $295K as of Q2 2026.
  • Broadway Wealth Solutions sold 141 Salesforce shares in Q2 2026, an estimated $24.8K.
  • Salesforce made up 0.14% of Broadway Wealth Solutions's portfolio in Q2 2026, its #69 holding.
  • Broadway Wealth Solutions first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's Salesforce position peaked at $407K in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.